2024 Summit Schedule
Pre-Conference | Tuesday, November 12, 2024
2024 Summit Tracks and Sponsors
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Technology and Innovation in Advancement
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Leadership and Professional Development
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Strategic Planning and Fundraising Best Practices
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Organizational Development |
Data-Driven Advancement Strategies |
Day One | Wednesday, November 13, 2024
Time |
Event |
7:30 AM – 5:00 PM |
Registration Desk Open |
8:00 AM – 9:00 AM |
Continental Breakfast |
9:00 AM – 10:30 AM |
Welcome and Conference Kick-Off
Keynote: Unlock What's Possible: Understanding Change to be a More Influential Leader
Melina Palmer, CEO of The Brainy Business
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10:30 AM – 5:30 PM |
Exhibit Hall Open |
10:45 AM – 11:45 AM
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Breakout Session A
Breakout 1A: Inclusive Data - One Institution's Exercise | Organizational Development
Joel Clasemann
Breakout 2A: There's Only One Way to Eat An Elephant - Gift Operations and the CRM Conversion | Technology and Innovation in Advancement
Emily Konisky
Breakout 3A: Start Stop Continue Accelerate Defer with Duke: A Design Thinking Playbook for Collaboration | Leadership and Professional Development
Caitlin Shaw, Kathleen McDaniel, Sandeep Sarawgi
Breakout 4A: The Wheels on the Bus: Using Data & Process to Drive a Public-Phase Campaign Prospect Pipeline | Data-Driven Advancement Strategies
Nicole Szydlo, Wendy Saam, Elaine Hooker
Breakout 5A: Focus on the Outcome: A Philosophical Approach to Process Improvement through CRM Replacement | Strategic Planning and Fundraising Best Practices
Riley Jordan, Robyn Doughty
Breakout 6A: Toledo's Transformation: How the University of Toledo Foundation is finding success with Salesforce and ascend | Strategic Planning and Fundraising Best Practices
Shane Sugino, Barb Fischer
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11:45 PM – 1:00 PM |
Lunch |
1:30 PM – 2:30 PM |
Breakout Session B
Breakout 1B: Creating a Comprehensive Donor Engagement Program: A Vision Becomes a Reality | Organizational Development
Mary Carole Starke, Josem Diaz
Breakout 2B: Forms and Automation: A Mini Workshop on Creating and Automating Forms Using Microsoft Forms, SharePoint, and Power Automate | Technology and Innovation in Advancement
Jianell Present
Breakout 3B: Achieving Excellence in Advancement: Key Takeaways from Operations Transformation | Leadership and Professional Development
Jennifer Walker, Anida Ho, Stace Mercier, Marylyn West
Breakout 4B: Data Quality Myth Busters: Taking Control of Your Data Story | Data-Driven Advancement Strategies
Christina DeVries, Cheryl Ann Cerny
Breakout 5B: Strategic Measurement for Team Productivity and Impact: Prospect Research & Prospect Manager Scorecards | Strategic Planning and Fundraising Best Practices
Prisca Zaccaria, Derek Clark
Breakout 6B: From Overwhelmed to Empowered: Streamlining Advancement Operations
Kushal Dasgupta, Sean Shappell, Caroline Chang
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2:30 PM – 3:00 PM |
Networking Break |
2:30 PM – 5:30 PM |
Paws for a Break |
3:00 PM - 5:00 PM |
Kindsight Innovation Lab |
3:00 PM – 4:00 PM |
Breakout Session C
Breakout 1C: Data for the Data People: Metrics, KPIs, and OKRs for Advancement Services | Organizational Development
Mark Longo
Breakout 2C: How to Use a Program Strategy to Guide Key Technology Investments | Technology and Innovation in Advancement
Joseph Lanasa, Greg Jaros, Ruby Liu, Michael Allen Davis
Breakout 3C: How to Decide: Make Big Decisions Easier | Leadership and Professional Development
Kate Nimety
Breakout 4C: Capturing Engagement: How Duke Defined, Stored, and Began Reporting on Data Related to Alumni Engagement | Data-Driven Advancement Strategies
Ian Conlon, Caitlin Shaw
Breakout 5C: The 70th Anniversary of Matching Gifts | Strategic Planning and Fundraising Best Practices
Amy Phillips
Breakout 6C: From Data to Donations: How Responsible AI Boosts Nonprofit Fundraising
Elisabeth Walker
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4:00 PM – 4:15 PM |
Break |
4:15 PM – 5:15 PM |
Breakout Session D
Breakout 1D: Right-Sizing Your CRM Change Management Program | Organizational Development
Anida Ho, Sarah Cleveland, Tim Jones, Jeffrey Wat
Breakout 2D: Don't Get Comfortable - Innovating in Higher Education Advancement | Technology and Innovation in Advancement
Maggie Farrell, Samira Malik
Breakout 3D: "I Want To Be a Consultant When I Grow Up!" Said No One, Ever - A Panel Discussion with Consultants | Leadership and Professional Development
Vered Siegel, Meg Padovani, Jenny Jones, Liz Murray
Breakout 4D: Tagging Interests and Initiatives Across CRM Contexts | Data-Driven Advancement Strategies
Tom Scarlett, Lisa Carter
Breakout 5D: Reshaping Fundraising Data Storage?: Changing Perspectives on Keeping Data in an Age of Breaches | Strategic Planning and Fundraising Best Practices
Bill Connors, Isaac Shalev
Breakout 6D: Cultivating Data Culture: Implementing Future-Proof Strategies for Lasting Impact
Reed Tyler
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5:15 PM – 5:30 PM |
Break |
5:30 PM – 7:00 PM |
President's Reception
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7:30 PM - 9:30 PM |
Social Events |
Day Two | Thursday, November 14, 2024
Time
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Event
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8:30 AM – 5:30 PM
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Registration Desk Open
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8:30 AM– 9:30 AM
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Continental Breakfast
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9:30 AM – 10:30 AM
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Breakout Session E
Breakout 1E: How Are You Doing on a Scale from Good to Great? The Science of Surveys in Advancement | Organizational Development
Jon Kingzette
Breakout 2E: Revolutionizing Advancement Services: Streamlining Gift Processing in the Virtual Age | Technology and Innovation in Advancement
Becky Balber, Kate Van Dyck-Oxford
Breakout 3E: Navigating Your Career Ladder in Advancement – Laissez les bon temps rouler! | Leadership and Professional Development
Vicky Medlock, Tom Chaves, Wayne Combs, Shomari White
Breakout 4E: Growing Your Prospect Operations and Development Team: Highlighting Key Ways to Advocate For Your Team and Increase Your Value For Your Organization | Data-Driven Advancement Strategies
Debbie Mayeroff, Seth Newman
Breakout 5E: Navigating your Horizon: 5 Strategies for Balancing Short-Term Wins with Long-Term Vision | Strategic Planning and Fundraising Best Practices
Holly Parrish, Molly McColgan, Liz Murray
Breakout 6E: Cybersecurity and Advancement: How to protect your constituents while building meaningful relationships
Andrew Hutchinson, Jennifer Walker
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10:30 AM – 5:30 PM
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Exhibit Hall Open
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10:30 AM – 11:00 AM
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Networking Break | Barista Cart
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11:00 AM - 1:15 PM
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Lunch
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11:15 AM - 1:15 PM
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Windfall Innovation Lab
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1:15 PM - 1:45 PM
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Networking Break
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1:45 PM – 2:45 PM
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Breakout Session F
Breakout 1F: Ethical Dilemmas in Advancement | Organizational Development
John Taylor, Shomari White, Vicky Medlock, Wayne Combs, Gail Farris
Breakout 2F: Help Us Help YOU! An Advancement Services Self-Care Quick Guide | Technology and Innovation in Advancement
Chelsey Morrison
Breakout 3F: Leadership in the Age of Technology: Coaching Your Team Through Perpetual Change | Leadership and Professional Development
Jennifer Shimp-Bowerman, Aggie Osina
Breakout 4F: Unlocking the Power of Data: Concordia University's Transformation Journey | Data-Driven Advancement Strategies
Raji Zreik, Dominic Law
Breakout 5F: Leveraging Business Process Analysis to Frame a Technology Roadmap | Strategic Planning and Fundraising Best Practices
Alexia Chamberlynn, Maggie Farrell, Sarah Barr
Breakout 6F: Planning with Purpose: The Roadmap to Smarter Decisions & Resource Allocation
Liz Murray
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2:45 PM – 3:15 PM
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Networking Break |
3:15 PM – 4:15 PM
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Breakout Session G
Breakout 1G: Building Your Privacy-Forward Audience Pipeline | Organizational Development
Elyse Wallnutt, Mark Koenig
Breakout 2G: Optimizing Operations: Streamlining User Onboarding, Training, and Documentation through Automation | Technology and Innovation in Advancemen
S. Jefferson Davis IV, Heather Kutzman
Breakout 3G: Beat the Burnout: A Case Study in Overcoming Workload Challenges | Leadership and Professional Development
Doug Huffman, Annie Baccary, Abby Palsic
Breakout 4G: Unlocking Fundraising Success: Powering Discovery and Referrals with Goal Motivation | Data-Driven Advancement Strategies
Kim Sargent, Joshua Goodridge
Breakout 5G: Data Governance: Real Life Examples and Remedies from the Crypt | Strategic Planning and Fundraising Best Practices
Terry Callaghan
Breakout 6G: Innovation, Reliability, and Community: How Affinaquest is Driving the Advancement Technology Evolution
Melissa Kwilosz
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4:15 PM – 4:30 PM
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Break
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4:30 PM – 5:30 PM
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Breakout Session H
Breakout 1H: Management for Volunteer Groups and Committees | Organizational Development
Leslie Coonfield, Derek Clark, Hillary Dudley
Breakout 2H: On the Other Side of Go Live | Technology and Innovation in Advancement
Mark Walcott, Heather Greig
Breakout 3H: Culture Management: How to Keep Morale High and Turnover Low | Leadership and Professional Development
Jessica LaBorde, Becky Frantz, Meg Padovani, Danielle Burgess
Breakout 4H: Setting the Standard: A Case Study in Building a Funds Management Program Driven by Data | Data-Driven Advancement Strategies
Aaron Rouse, Hannah Althouse
Breakout 5H: Is Your Team Functioning Effectively? | Strategic Planning and Fundraising Best Practices
Kelly Travis
Breakout 6H: What Does "Good" Look Like? Learning To Set Data Driven Benchmarks For Your Fundraising Program
Catherine Ross
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6:00 PM – 8:00 PM
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Social Events
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6:00 PM – 10:30 PM
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Frenchmen Street Live Music Pub Crawl
Pre-Registration Required Meet at 6:15 PM
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Day Three | Friday, November 15, 2024
Time
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Event
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8:00 AM – 12:00 PM
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Registration Desk Open
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8:00 AM – 9:00 AM
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Continental Breakfast | Grand Ballroom
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8:00 AM – 10:30 AM
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Exhibit Hall Open
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9:00 AM – 10:00 AM
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Breakout Session I
Breakout 1I: Best Practices for Implementing a Compliance Program and Committee | Organizational Development
Chelsea Lamego
Breakout 2I: Implementing DEI in Your Fundraising Database: A Case Study Using Constituent Names | Technology and Innovation in Advancement
Bill Connors
Breakout 3I: Strategic Plan and KPI Development | Leadership and Professional Development
Shomari White, Mark Walcott
Breakout 4I: From Scratch: Cooking Up a New Business Process and the Dashboards That Accompany It | Data-Driven Advancement Strategies
Karen Hardy
Breakout 5I: Babson College's Journey to Advancement | Strategic Planning and Fundraising Best Practices
Jordan Sites, Nancy Doherty
Breakout 6I: Managing a Modernized CRM: Innovative Business Processes, Formulas, Automation, Analytics, AI, and Time-Saving Tips to Increase Your ROI and Save Hours Every Day from a Team Managing Implementations for a More Than 25 Years
Jason Long, Trevor Underwood, Sabre Leek
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10:00 AM – 10:45 AM
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Networking Break and Bingo
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10:45 AM – 11:45 AM
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Breakout Session J
Breakout 1J: Creating a Concierge Experience for Your Marketing Community Partners All Across Campus | Organizational Development
Corey Snow
Breakout 2J: AI-Powered Donor Intent Protection | Technology and Innovation in Advancement
Alejandro Stevenson-Duran, Joshua LaBorde
Breakout 3J: The Importance of Being Diligent: Intelligence-Based Solutions for Fundraising Ethically in an Ambiguous World | Leadership and Professional Development
Sarah Marcotte, Katherine Scott
Breakout 4J: Change Couldn't Wait and Neither Could Reporting: A case study in building a successful campaign reporting suite | Data-Driven Advancement Strategies
Samantha Howell
Breakout 5J: What Your Gift Officers Want, Need and Request - Specific Strategies for Supporting Your Fundraising Team | Strategic Planning and Fundraising Best Practices
Sabre Leek, Necie Liggeons
Breakout 6J: Reducing System Complexity to Focus on Mission-Driven Outcomes
Lori Stirling, Chris Browning, Emily Myers, and Shawn Kelly
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*Please note: Summit schedule subject to change*
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